Retirement Plan Client Success Manager

The Partners Group LLC; Portland (OR); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Paid Time Off

Medical Insurance

Dental Insurance

Life Insurance

Disability Insurance

Retirement plan

Employee ownership

Hybrid work schedule

Volunteer time off

Job summary

The Partners Group LLC is seeking an Account Manager to join our Retirement Planning team in Portland, OR. You’ll serve as a trusted day-to-day partner to retirement plan clients, delivering responsive service and practical guidance.

Ideal candidates have 3+ years in retirement plans, a Series 65 license, and strong relationship-building and communication skills. This is a hybrid role with in-office and remote opportunities.

Qualifications

• 3+ years’ experience in retirement plans, pension services, or related retirement industry role
• Series 65 license, or the ability to obtain within 90 days of hire
• Experience communicating retirement plan concepts to participants, sponsors, or other stakeholders
• Strong knowledge of retirement plans and investments
• Demonstrated ability to build strong client relationships and deliver exceptional customer service
• Excellent verbal and written communication skills, including confidence presenting to groups and facilitating educational discussions

Responsibilities

• Serve as the primary day-to-day contact for assigned retirement plan clients and ensure service commitments are met
• Partner with Retirement Consultants to support plan administration, client meetings, and strategic service initiatives
• Prepare presentations, reports, and client deliverables related to plan performance, demographics, and employee education
• Coordinate client and vendor communications, schedule meetings, and follow through on requests and action items
• Conduct employee education sessions and participant meetings focused on enrollment, investments, and retirement savings goals
• Monitor retirement plan compliance requirements and help clients navigate regulatory and administrative considerations

Skills

Retirement plans

Series 65

Client relationships

Communication

Presentations

Education

Bachelor's degree or equivalent

Job description

The Partners Group LLC is seeking an Account Manager to join our Retirement Planning team in Portland, OR. You’ll serve as a trusted day-to-day partner to retirement plan clients, delivering responsive service and practical guidance.

Ideal candidates have 3+ years in retirement plans, a Series 65 license, and strong relationship-building and communication skills. This is a hybrid role with in-office and remote opportunities.